Using Tableau with WebI: From Novice to Knowledge

As report designers, we need to use the best tool for each job. With more than a thousand hands-on consumers of 32,000+ reports, Web Intelligence is our go-to reporting solution at the University System of New Hampshire. Then came Tableau with its bubble charts and heat maps and dashboards and data stories. Not to worry! Tableau experts were hired so that we, Webi developers, could stay happily ensconced in our reporting world. That is until this year when our supervisor tasked each Webi developer with creating a Tableau solution using Webi data. This case study will walk through our learning process, some pitfalls as well as best practices that we learned, and ultimately demonstrate the creation of a call center dashboard using Webi data and Tableau visualizations.